Our Team

Dale Eriksen

Dale is a highly qualified experienced financial adviser.  He has a track record of exceptional performance and a deep commitment to client satisfaction.

With a strong foundation of technical expertise and advanced problem-solving skills, Dale excels in navigating complex client matters with precision and mature judgment. He is drive by a relentless motivation to deliver outstanding results and known for his productivity and strong work ethic.

Dale and Dee have two daughters, Lucy and Alana. Like most young families, the weekends are a whirlwind of sports and kid’s activities. Between the daily hustle, Dale enjoys getting his hands dirty in the garden, playing music, riding his bike and getting in the pool.



  • Master of Financial Planning from Kaplan Professional
  • Advanced Diploma Financial Services (Financial Planning) from Kaplan Professional
  • Graduate Diploma Financial Planning from Kaplan Professional
  • Graduate Certificate Applied Finance from Kaplan Professional
  • Certified Financial Planner™ (CFP™)
  • Financial Services Guide
Matthew Ross

Director and Independent Financial Adviser

This entry was posted in . Bookmark the permalink.